Sundaram Large Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Large Cap IDCW Reinvest Direct Plan

NAV
₹15.3977
+0.46%
(20 Mar)
AUM
3,245 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.8%
+7.8%
+7.5%
+7.5%
+1.4%
-0.2%
3Y
+18.3%
+18.3%
+18.6%
+18.6%
+13.3%
+11.1%
5Y
+17.4%
+17.4%
NA
NA
+11.1%
+10.7%
ALL
+15.2%
+15.2%
+13.0%
+13.0%
+10.8%
+14.1%
VOL
17.7%
17.7%
12.4%
12.4%
-
14.5%
TER
0.7%
0.7%
0.6%
0.6%
-
0.7%
AUM
₹51,404 Cr
₹51,404 Cr
₹1,149 Cr
₹1,149 Cr
-
₹3,245 Cr
INFO
0.86
0.86
1.05
1.05
-
0.97
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Large Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
8.7%
ICICI Bank Ltd
7.1%
Axis Bank Ltd
6.4%
State Bank of India
6.0%
Bharti Airtel Ltd
5.7%
Treps
4.5%
Reliance Industries Ltd
4.3%
Infosys Ltd
4.1%
Larsen & Toubro Ltd
3.7%
Sun Pharmaceuticals Industries Ltd
3.5%
Top industry exposure
Financial Services
35.6%
Consumer Cyclical
13.9%
Technology
7.8%
Consumer Defensive
7.5%
Healthcare
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
31%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 25% units and 1% for redemption between 25% to Maximum% units and within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund manager(s)
Ashwin Jain

FAQs